Strategy Asset Managers, Llc
Strategy Asset Managers, LLC (“SAM”) is a boutique asset management and financial services firm that specializes in proprietary separately managed accounts. Established in 2001, the Firm offers global and domestic products to private client and institutional investors. Our portfolio management success is driven by employing both quantitative techniques and fundamental analysis to our investment strategies. We pride ourselves on being accessible to all of our clients. Strategy Asset Managers’ investment team has been managing private client assets and globally structured portfolios together for over 25 years. The Firm will continue to offer the domestic and global investment strategies that have served our clients well throughout an ever changing, ever evolving investment market landscape.
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Verified contacts
12
available on Kipplo
LinkedIn employees
16
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
89
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DC
David Chong
Director of Financial Planning · Finance & Accounting
EmailPhone - DZ
Dennis Zaslavsky
Director - Senior Wealth Advisor · Other
EmailPhone - GR
Gary Rosas
Head of Operations & Client Services · Operations
EmailPhone - AH
Alexander Hagstrom
Portfolio Manager · Finance & Accounting
EmailPhone - RP
Richard P. Kinkade
Partner and Managing Director · General Business & Management
EmailPhone
Showing 5 of 12 verified contacts
Top roles at Strategy Asset Managers, Llc
10 distinct titles indexed · top 10 shown.
- 2director - senior wealth advisor
- 1director of financial planning
- 1director senior wealth advisor
- 1football player
- 1head of operations & client services
- 1operations
- 1partner and managing director
- 1portfolio manager
- 1private wealth advisor
- 1summer intern
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